Book Image

Salesforce Lightning Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Lightning Reporting and Dashboards

By: Johan Yu

Overview of this book

Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app.
Table of Contents (13 chapters)

Working with dashboards in the Salesforce1 app

To access the dashboard in the Salesforce1 app, tap on the navigation menu, and scroll down to the Dashboards menu under the APPS section. If you do not see the Dashboards menu there, add it like this: navigate from Setup | Apps | Mobile Apps | Salesforce1 Navigation, select Dashboards, and add the selected items. The following screenshot shows how to configure Mobile Navigation:

You can search the dashboard with the dashboard name, and you should be able to find all the dashboards you have access to as in the Salesforce web page.

Here are a few items related to the dashboard for Salesforce1:

  • All the components in the dashboard will be available when you open the dashboard in the Salesforce1 app too.
  • For a mobile device, the dashboard will be displayed as a column. The first dashboard would be the one located at the top left, the...